2026-05-26T17:06:15-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 231425055 THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA ROSE 2157321600 2008-2010 DELANCEY PLACE PHILADELPHIA PA 19103 KELSEY BATES EXECUTIVE DIRECTOR 2157321600 2026-05-26 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-05-26 2024 2025-03-06 01:10:19Z X ROSENBACH MUSEUM AND LIBRARY KELSEY BATES 2008-2010 DELANCEY PLACE PHILADELPHIA PA 19103 3987723 0 X WWW.ROSENBACH.ORG X 1953 PA OPERATION OF MUSEUM AND LIBRARY IN ACCORDANCE WITH THE MISSION STATEMENT: "THE ROSENBACH MUSEUM & LIBRARY IS A COMMUNITY THAT ENGAGES WITH AND CELEBRATES THE ART OF THE WRITTEN WORD USING OUR COLLECTION OF RARE BOOKS AND MANUSCRIPTS." 21 21 0 40 0 0 1312932 1836150 151734 215890 518462 1423985 975 -43099 1984103 3432926 0 0 0 0 1515962 1659365 0 0 547686 1408150 1084258 2924112 2743623 -940009 689303 18506350 20088802 1208463 948177 17297887 19140625 THE ROSENBACH MUSEUM & LIBRARY IS A COMMUNITY THAT ENGAGES WITH AND CELEBRATES THE ART OF THE WRITTEN WORD USING OUR COLLECTION OF RARE BOOKS AND MANUSCRIPTS. 0 0 1420161 0 215890 OPERATION OF A MUSEUM AND RESEARCH LIBRARY WITH RELATED EXHIBIT AND EDUCATIONAL ACTIVITIES AND MAINTENANCE OF THE BUILDING WHICH IS AN INTEGRAL PART OF THE COLLECTION. 1420161 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 48 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X MANAGEMENT 2157321600 2008-2010 DELANCEY PLACE PHILADELPHIA PA 19103 BENITO CACHINERO-SANCHEZ CHAIR 3.00 1.00 X X 0 0 0 AMY COES VICE CHAIR (THRU JUN 2025) 3.00 1.00 X X 0 0 0 DANTHU THI PHAN VICE CHAIR 3.00 X X 0 0 0 PETER D NALLE TREASURER (THRU JUN 2025) 3.00 1.00 X X 0 0 0 MEGHAN FOTOPOULOS TREASURER 3.00 X X 0 0 0 LISA WASHINGTON SECRETARY 3.00 X X 0 0 0 EMILY CAVANAGH DIRECTOR 1.00 X 0 0 0 BOB DEMENTO DIRECTOR 1.00 X 0 0 0 KAREN FLANNERY JAMES DIRECTOR 1.00 X 0 0 0 MARK GREENBERG DIRECTOR 1.00 X 0 0 0 MELISSA GREENBERG DIRECTOR 1.00 X 0 0 0 GAGE JOHNSTON DIRECTOR 1.00 X 0 0 0 GENE LEFEVRE DIRECTOR 1.00 X 0 0 0 DANIEL LEVINE DIRECTOR 1.00 X 0 0 0 GENIE MURPHY DIRECTOR (THRU JUN 2025) 1.00 X 0 0 0 WILLIAM PETERSEN DIRECTOR 1.00 X 0 0 0 ROBIN PINDER-HERNDON DIRECTOR 1.00 X 0 0 0 NED SCHARFF DIRECTOR 1.00 X 0 0 0 PAMELA SCHREIBER DIRECTOR 1.00 X 0 0 0 ARTHUR SPECTOR DIRECTOR 1.00 X 0 0 0 LENORE STEINER DIRECTOR 1.00 X 0 0 0 SANDRA SUAREZ DIRECTOR 1.00 X 0 0 0 JUDE TUMA DIRECTOR 1.00 1.00 X 0 0 0 DARREN WINSTON DIRECTOR 1.00 X 0 0 0 KELSEY BATES EXECUTIVE DIRECTOR 37.50 X 0 151801 25299 0 151801 25299 0 0 1 0 YOUR PARTIME CONTROLLER LLC 1600 MARKET STREET PHILADELPHIA PA 19103 ACCOUNTING SERVICES 202455 LIBERTY INTEGRATED SOLUTIONS 1765 WOODHAVEN RD SUITE B BENSALEM PA 19020 CONSTRUCTION SERVICES 155200 LIMBACH 175 TITUS AVENUE SUITE 100 WARRINGTON PA 18976 CONSTRUCTION SERVICES 104266 3 320015 102153 1413982 8200 1836150 TUITION INCOME 711300 125362 125362 ADMISSIONS 711300 72823 72823 MUSEUM SHOP 711300 13484 13484 4221 4221 215890 367944 367944 911 911 508451 1000000 452410 0 56041 1000000 1056041 1056041 41975 320015 102387 -60412 -60412 16402 16402 16402 3432926 215890 0 1380886 182796 104027 33336 45433 1066982 607810 192768 266404 302286 170977 58278 73031 107301 60691 20687 25923 163001 53795 30539 78667 47000 47000 32293 32293 152054 2470 149584 30287 27756 1378 1153 32162 5808 25359 995 1906 1906 66943 30388 31994 4561 26314 8779 14462 3073 124511 112047 12464 50920 33853 11613 5454 COLLECTIONS ACQUISITION 122854 122854 MISCELLANEOUS 107114 45188 22335 39591 REPAIRS AND MAINTENANCE 90706 12379 77720 607 DUES AND PUBLICATIONS 19583 6461 10328 2794 16610 12972 3638 2743623 1420161 775776 547686 0 7999 689169 322222 457154 370870 0 700000 83876 82754 33651 35813 5920598 1227256 4413336 4693342 12829164 13875802 18506350 20088802 346622 358747 861841 589430 1208463 948177 X 7003415 8066043 10294472 11074582 17297887 19140625 18506350 20088802 689303 1153435 0 X 0 1 X 1 0 X 1021354 2082564 3213312 1312932 1836150 9466312 1021354 2082564 3213312 1312932 1836150 9466312 2123439 7342873 217580 257637 240887 344198 368855 1429157 26032 36174 43863 106069 4086 9927 10643 16402 41058 11042596 698359 0.66500 0.57360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 47000 47000 0 PART II-B, LINE 1: THIRD PARTY PAID TO WORK WITH STATE AND MUNICIPAL LEGISLATORS LOOKING FOR RECOMMENDATIONS FROM GOVERNMENT BODIES FOR FUNDING THROUGH GRANTS AND BUDGET ALLOCATIONS. X X X X X EDUCATIONAL PROGRAMS 0 12742694 841696 523436 13060954 11568400 350000 1337498 513204 12742694 9483221 1607994 964459 487274 11568400 10542245 884356 -1501113 442267 9483221 8492495 388000 2158708 496958 10542245 0.20100 0.06200 0.73700 0 1 1 2200000 2200000 2999491 933008 2066483 409542 294248 115294 311565 311565 4693342 REIMBURSEMENT PAYABLE TO FLPF 589430 589430 X PART III, LINE 1A: CONTRIBUTED COLLECTION ITEMS, INCLUDING RARE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS AND PERIOD FURNISHINGS ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORIGINAL REAL ESTATE AT 2010 DELANCEY PLACE, WHICH IS INCLUDED IN THE NATIONAL REGISTER OF HISTORIC PLACES AND IS A DESIGNATED LITERARY LANDMARK, IS CONSIDERED A PART OF THE COLLECTION AND IS NOT INCLUDED IN PROPERTY AND EQUIPMENT. PART III, LINE 4: THE ROSENBACH'S COLLECTIONS SPAN FROM RARE BOOKS AND MANUSCRIPTS TO FINE AND DECORATIVE ARTS, AND PRESENT A BROAD AND INTERNATIONAL VIEW OF LITERARY, ARTISTIC, AND SOCIAL HISTORY. ALTHOUGH THESE HOLDINGS OFTEN REFLECT THE COLLECTING INTERESTS OF PHILIP AND DR. A.S.W. ROSENBACH, THE COLLECTION HAS INCREASED BY A THIRD SINCE THE MUSEUM WAS FOUNDED. NEW ACQUISITIONS HAVE BUILT ON THE STRENGTHS OF THE FOUNDING BEQUEST, WHILE HIGHLIGHTING NEW INTERPRETATIONS, PEOPLE, AND TOPICS THAT HAVE BEEN HISTORICALLY OVERLOOKED. THE LIBRARY AND MANUSCRIPT COLLECTIONS ARE PARTICULARLY STRONG IN AMERICAN HISTORY AND ENGLISH-LANGUAGE LITERATURE OF GREAT BRITAIN AND IRELAND, AND THERE ARE SIMILARLY SIGNIFICANT HOLDINGS IN AMERICAN, CONTINENTAL, AND CLASSICAL LITERATURE, ALONGSIDE JUDAICA, INCUNABULA, CODEX MANUSCRIPTS, FINE PRESS, AND BOOK ARTS. THE ROSENBACH ALSO MANAGES SEVERAL ARCHIVAL COLLECTIONS, INCLUDING THE PAPERS OF THE POET MARIANNE MOORE, THE POET AND PLAYWRIGHT MERCEDES DE ACOSTA, AND THE RUSH, WILLIAMS, AND BIDDLE FAMILIES, AS WELL AS THE ARCHIVES OF THE ROSENBACH COMPANY AND ASSORTED PERSONAL PAPERS OF SEVERAL GENERATIONS OF THE ROSENBACH FAMILY. MANY OF THESE ARCHIVAL COLLECTIONS CONTAIN PHOTOGRAPHS, WHICH TRACE THE DEVELOPMENT OF THE MEDIUM THROUGH THE 19TH AND 20TH CENTURIES. THESE OBJECTS ARE COMPLEMENTED BY UNCOLLECTED PHOTOGRAPHS TAKEN BY OR DEPICTING FIGURES IN THE ROSENBACH'S HOLDINGS OF THE LITERATURE OF GREAT BRITAIN AND IRELAND, INCLUDING LEWIS CARROLL, JAMES JOYCE, AND OSCAR WILDE. THE DECORATIVE ARTS COLLECTION ENCOMPASSES CERAMICS, GLASS, SILVER, FURNITURE, LIGHTING, TEXTILES, JEWELRY, AND OTHER PERSONAL OBJECTS, TIED TO MOORE, ACOSTA, THE ROSENBACH FAMILY, AND MANY OTHER NOTABLE HISTORICAL FIGURES. THE FINE ARTS COLLECTIONS INCLUDE AMERICAN AND EUROPEAN PAINTINGS, WORKS ON PAPER, AND SCULPTURE. PART V, LINE 4: THE ENDOWMENT OF THE ROSENBACH CONSISTS OF 25 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. AS REQUIRED BY UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE FOUNDATION AND THE ROSENBACH HAVE EACH OBTAINED A FAVORABLE DETERMINATION THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EACH IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL AND STATE JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ROSENBACCHANAL 361990 320015 41975 73197 5611 10000 13579 361990 320015 41975 73197 5611 10000 13579 102387 -60412 X 0 0 0 0 0 0 0 0 0 KELSEY BATES EXECUTIVE DIRECTOR 0 151801 0 0 0 0 0 5590 0 19709 0 177100 0 0 FORM 990, PART V, LINE 2A: PAYROLL FILINGS, INCLUDING FORMS W-2, FOR THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA EMPLOYEES ARE HANDLED BY A RELATED PARTY, FREE LIBRARY OF PHILADELPHIA FOUNDATION. THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA REIMBURSES THE FREE LIBRARY OF PHILADELPHIA FOUNDATION FOR THE COSTS ASSOCIATED WITH THESE FILINGS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER SHALL HAVE THE RIGHT TO ELECT THREE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED ONLY BY THE SOLE MEMBER; FREE LIBRARY OF PHILADELPHIA FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE MANAGEMENT AND IS THEN MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. DIRECTORS ARE REQUIRED TO DISCLOSE PROMPTLY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING FINANCIAL, BUSINESS, OR FAMILIAL RELATIONSHIPS THAT COULD IMPAIR INDEPENDENCE. DISCLOSURES ARE MADE TO THE CHAIR OF THE BOARD, AND, IN CONJUNCTION WITH THE CHAIR OF THE NOMINATIONS AND GOVERNANCE COMMITTEE, CONFLICTS ARE REVIEWED TO DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS AND WHETHER ANY ACTION IS REQUIRED. DIRECTORS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS, OR VOTES ON THE RELATED MATTER AND MUST RECUSE THEMSELVES FROM SUCH PROCEEDINGS. THE POLICY IS COMMUNICATED TO ALL DIRECTORS UPON ONBOARDING AND IS REVIEWED ANNUALLY BY THE BOARD TO ENSURE ONGOING COMPLIANCE AND EFFECTIVENESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS, ACTING IN TANDEM THROUGH ITS FINANCE COMMITTEE AND ITS EXECUTIVE COMMITTEE, SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR ANNUALLY. THIS IS ACCOMPLISHED BY CONSIDERING 1) THE DIRECTOR'S PERFORMANCE AS DOCUMENTED IN AN ANNUAL PERFORMANCE REVIEW, 2) SALARIES OF INDIVIDUALS IN SIMILAR POSITIONS, AS DOCUMENTED BY SALARY SURVEYS RECEIVED AND/OR PURCHASED EACH YEAR FROM THE GREATER PHILADELPHIA CULTURAL ALLIANCE, THE ASSOCIATION OF ART MUSEUM DIRECTORS, THE AMERICAN ASSOCIATION OF MUSEUMS, AND FORMS 990 OF OTHER ORGANIZATIONS, 3) THE FINANCIAL POSITION OF THE MUSEUM ITSELF. ALL OF THE MEMBERS OF THESE TWO COMMITTEES ARE INDEPENDENT DIRECTORS OF THE ORGANIZATION. FOR THE COMPENSATION LEVELS OF KEY STAFF MEMBERS, THE SAME PROCEDURE IS FOLLOWED, BUT WITH THE ADDITIONAL PARTICIPATION AND RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR, BASED ON HIS OWN PERFORMANCE REVIEWS OF THOSE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES CERTAIN OF ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BY-LAWS, DEED OF TRUST) AVAILABLE TO THE PUBLIC ON REQUEST, IT DOES NOT MAKE MINUTES OF MEETINGS OF THE BOARD OF TRUSTEES AND ITS COMMITTEES PUBLIC, NOR INTERNAL FINANCIAL STATEMENTS AND PROJECTIONS. SIMILARLY, THE MUSEUM MAKES COPIES OF ITS POLICY ON CONFLICTS OF INTEREST AVAILABLE TO THE PUBLIC ON REQUEST, BUT NOT THOSE COPIES ACTUALLY SIGNED BY BOARD AND STAFF MEMBERS. FINALLY, THE MUSEUM MAKES AUDITED FINANCIAL STATEMENTS AND FORMS 990 AVAILABLE BY REQUEST (THE FORMS 990 ARE ALSO AVAILABLE ON THE WEBSITES OF THIRD-PARTY ORGANIZATIONS SUCH AS GUIDESTAR). IN ADDITION, THE MUSEUM PRODUCES AN ANNUAL REPORT WITH SUMMARY FINANCIAL INFORMATION DERIVED FROM THE INDEPENDENT AUDIT AND A REVIEW OF THE ACTIVITIES THE ORGANIZATION HAS UNDERTAKEN IN THE PRECEDING YEAR. ANNUAL REPORTS ARE AVAILABLE THROUGH THE MUSEUMS WEBSITE OR CAN BE MAILED TO THOSE PERSONS WHO REQUEST A PRINTED COPY. THE FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE STREET PHILADELPHIA PA 191031189 521173474 TO RUN OPERATIONS OF THE LIBRARY PA 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1